Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31); IYW: generated Aug 1, 2026, 3:26 PM (as of 2026-07-30).

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JEPI vs IYW

Current snapshot · Current snapshot

Portfolio statistics

JEPI

Largest holding: AMZN · 2.000%
Top 10 concentration: 17.25%
Gross exposure: 17.25%
Net exposure: 17.25%

IYW

Largest holding: AAPL · 14.27%
Top 10 concentration: 65.30%
Gross exposure: 65.30%
Net exposure: 65.30%

Holdings overlap

Based on returned holdings.

ETF A

JEPI

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: AMZN · 2.000%

5.270%weighted overlap

ETF B

IYW

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 14.27%

Holdings universe17 distinct mapped tickers in the returned rows

3 shared

Only JEPI 7Shared 3Only IYW 7

Largest allocation differences

AAPLAPPLE INC14.27% gap

0.000%14.27%

NVDANVIDIA CORP COMMON STOCK11.68% gap

1.650%13.33%

MSFTMICROSOFT CORP COMMON8.601% gap

1.820%10.42%

GOOGALPHABET INC CLASS C4.747% gap

0.000%4.747%

AVGOBROADCOM INC4.629% gap

0.000%4.629%

GOOGLALPHABET INC-CL A -4.017% gap

1.800%5.817%

METAMETA PLATFORMS INC CLASS A3.689% gap

0.000%3.689%

MUMICRON TECHNOLOGY INC3.173% gap

0.000%3.173%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	JEPI	IYW
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by3

Ticker	Company	JEPI weight	IYW weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	1.650%	13.33%	11.68%
MSFT	MICROSOFT CORP COMMON	1.820%	10.42%	8.601%
GOOGL	ALPHABET INC-CL A -	1.800%	5.817%	4.017%